The Stern Group

The Stern Group We are committed to helping you feel financially secure by implementing suitable financial solutions.

Through listening and understanding your needs and goals we strive to earn your lifelong trust.

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/02/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

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As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/01/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significa...
05/29/2026

Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significantly since the early 2000s. Raymond James Chief Economist Eugenio J. Alemán explains the forces at work:

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Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/26/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

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Elevated mortgage rates, affordability pressures and constrained supply continue to weigh on the housing market. In the ...
05/22/2026

Elevated mortgage rates, affordability pressures and constrained supply continue to weigh on the housing market. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why the housing market is sluggish, but not distressed:

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Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an...
05/22/2026

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an encore career with confidence and clarity:

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A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/21/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

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When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/20/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

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2 N. Tamiami Trail #804
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34236

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